Oracle shares rise as analysts say concerns over AI costs and obligations are overstated
Oracle shares climbed over 5% after analysts at Deutsche Bank and HSBC argued that bearish views on AI infrastructure spending and long-term lease commitments are exaggerated. Both firms maintained positive outlooks, with HSBC reiterating a Buy rating and a high conviction target. Analysts highlighted that current valuations give little credit to Oracle’s OpenAI-linked business.
By Finblage Editorial Desk
10:47 pm
26 November 2025
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